Section 01
THE LEDGER
A finance copilot
for regulated teams
A finance copilot that connects to your ERP, reasons across statements, drills into variances, and ships an auditable board deck. Every number cited. Every assumption traceable.
Revenue
$42.8M
EBITDA
$11.4M
Cash
$18.6M
DSO
47d
Variance · EBITDA vs plan
Drill →Why?
Logistics costs rose 14% YoY [1], driven by fuel pass-through above contract floor [2].
[1] GL-4220 · 2026-Q1
[2] Contract-Anchor-Q4 §3.2
For whom
For finance teams that have to defend numbers — to auditors, boards, and regulators — and want to do it in hours, not weeks.
Capabilities
Native ERP and accounting connectors keep the dashboard live without engineering overhead — and without losing lineage.
Multi-agent decomposition handles what a single LLM call gets wrong: ledger-level math, contract clauses, and narrative synthesis — separately.
Ask in plain English. Get a waterfall, ranked drivers, and a written narrative — with every claim cited back to its source.
PPTX board deck and PDF pack generated end-to-end — embedded charts, ESG, approval workflow, every figure cited.
Three flows · day one
EVERY FINANCE TEAM HAS THE SAME THREE-PART CYCLE: BRING THE NUMBERS IN, FIND WHAT CHANGED, AND TELL THE STORY OUTWARD. CFO DASHBOARD COMPRESSES EACH STAGE — WITHOUT REMOVING THE HUMAN FROM THE LOOP THAT MATTERS.
01
Connect
Native connectors to SAP, NetSuite, QuickBooks, Xero — plus SharePoint, Drive, and any SQL warehouse. Incremental sync keeps your dashboard live; lineage tracks every figure back to its source row, so when a board member asks where a number came from, the answer is one click away.
02
Drill
Top driver
Logistics & freight +14% YoY; contract floor breach on the fuel index, pass-through accelerated by carrier consolidation.
Ask "why is EBITDA below plan in Q1?" and get a structured answer: a waterfall chart of contributing variances, drivers ranked by impact, and citations to the GL accounts and contracts behind the number. Multi-agent decomposition splits ledger-level analysis from narrative synthesis, so drivers are surfaced — not hidden in a paragraph.
03
Ship
Generated
38 sec
Citations
142
Approval
4-eyes pending
One click produces a PPTX deck and a PDF board pack with embedded charts, executive narrative, and ESG progress — every figure cited back to the source. Approval workflow built in: nothing leaves the building without 4-eyes sign-off and an audit trail.
The Ledger principle
Every number a citation.
Every action an audit log.
Citation-backed
Every figure links to its source — GL row, contract clause, or uploaded document.
Full lineage
Trace any number on a board slide back to the system that produced it.
Approval workflow
SOX-style 4-eyes review built in. Nothing ships without an audit trail.
Hallucination guardrails
Structured-output checker rejects answers without grounded citations.
Continue reading
No. 02
Single source of truth for every measured metric, with sparklines and drill-through to source.
Read onNo. 03
Regulatory advisor that maps obligations to controls and flags exposure before exam day.
Read onNo. 04
Operational data joined with strategy documents — fused analysis across silos.
Read onSubscribe
Book a 30-minute walkthrough with a CFO specialist — bring a recent variance question, leave with a working draft of the answer.